Flash Lead Knowledge Base | FAQs | How to use our Sales CRM

What happens to leads when I delete Team Leader(s)?

Note: Deleting team leaders is open only for Account Owners & Admin. In order to delete a team leader, you have to first assign all his leads to other users.

How to delete Team Members? What happens to their data? How to re-assign leads?

Note: Deleting team members is open only for Account Owners & Admin. To delete a team member you must first assign their Leads to other team members to be in charge of them, because if you just delete a member their leads will automatically be unassigned. 1. Re-assign team member’s leads 2. Go to Team 3. Choose […]

How to change passwords for users?

Note: Team reset password is open only for Account Owners & Admin. 1. Go to Team 2. Choose desired user 3. Reset Password 4. Enter new password > Press Reset Password 5. Click Reset

What are the available methods to add leads or contacts?

Manually, upload excel sheet, facebook campaign lead forms and google forms from client websites.

How do we add contacts? How to add Leads to the system manually? How to upload leads from excel? How to add leads from facebook lead form?

1. Go to Lists & Contacts 2. Choose a list 3. Choose your preferred option (connect Facebook Leads, add leads, upload excel sheet)

What are the available lead delivery types?

When you create the container, you choose one of those delivery types: Team Rotation Team leaders only Sales team members Manual assign

How to sync my call logs with Flash Lead?

Note: This feature is available on android devices only and subjected to client approval. The first time you open the Flash Lead application you press allow to sync Call Logs. Later on, you can allow/remove this permission in mobile settings.

How to assign leads manually?

1. Go to Lists & Contacts 2. Select desired List 3. Select desired Lead 4. Press Actions > Assign 5. Choose Assigned to name from drop-down list 6. Press Update

How to Export Leads from Lists?

Note : Export is open for Admins and Account Owner only. 1. Go to Lists & Contacts 2. Open List 3. Press Export

How to edit leads? How to add tags to leads?

1. Go to Lists & Contacts 2. Select desired List 3. Select lead 4. Press Edit 5. Make Changes 6. Press Update